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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-15 |
Branch Locations
16083 Sw Upper Boones Ferry Rd Ste 250, Tigard, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors,Llc | New York | NY | 02/2020 | 06/2020 |
| Equitable | Portland | OR | 02/2020 | 06/2021 |
| Great Harvest Bread Company | Hillsboro | OR | 04/2014 | 02/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2021 | 11/2024 |
| Northwestern Mutual Investment Services Llc | Lake Oswego | OR | 07/2021 | 11/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2021 | 11/2024 |
| Lpl Financial Llc | Tigard | OR | 11/2024 | Present |
1- 11/2024 / Firenze Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-12 |
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